Salesforce Reporting: Most-used fields

The table below gives information about most-used fields that you can import from Salesforce Reporting. Other fields might also be available in Adverity.

The fields that you can fetch in Adverity are updated regularly to reflect updates to data source APIs.

API name	Adverity UI name	Description	Use in Adverity
Account Currency	Account Currency	The default currency for currency amount fields in the account, if multi-currency is enabled.	dimension
Account Description	Account Description	A textual description providing details about the Account.	dimension
Account ID	Account ID	The unique identifier for the account record.	dimension
Account Name	Account Name	The identifying name of the account.	dimension
Account Name: Account Name	Account Name: Account Name	The full name of the Account. This appears to be a redundant display for the Account Name.	dimension
Account Name: Created Date	Account Name: Created Date	The date and time when the Account record was created.	dimension
Account Number	Account Number	An alphanumeric identifier assigned to the account.	dimension
Account Record Type	Account Record Type	The record type assigned to the account, which can define different page layouts and picklist values.	dimension
Account Site	Account Site	A field used to identify a specific location or division within an Account.	dimension
Account: Assistant	Account: Assistant	The name of the assistant associated with a key contact or executive within the Account.	dimension
Active	Active	A boolean indicator specifying if a record is currently active or not.	dimension
Activity ID	Activity ID	The unique identifier for an activity record (Task or Event).	dimension
Activity Type	Activity Type	The type of activity, such as ‘Call’, ‘Email’, or ‘Meeting’.	dimension
Alias	Alias	A short name used to identify a Salesforce user. For example, ‘jsmith’ for John Smith.	dimension
Amount	Amount	The monetary value of a record, most commonly used for Opportunity records.	metric
Annual Revenue	Annual Revenue	The total annual revenue generated by an Account.	dimension
Application: Created Date	Application: Created Date	The date and time when the Application record was initially created in Salesforce. This is an audit field automatically populated by the system.	dimension
Assigned	Assigned	A boolean indicator specifying if an activity or record has been assigned to a user.	dimension
Assigned Role	Assigned Role	The role of the user to whom an activity or record is assigned.	dimension
Assigned Role Display	Assigned Role Display	The display name for the role of the user to whom an activity or record is assigned.	dimension
Campaign Name	Campaign Name	The name of the marketing campaign.	dimension
Close Date	Close Date	The date when the sales opportunity is expected or actually closed.	dimension
Closed	Closed	A boolean indicator specifying if a record, such as an Opportunity or Case, has been closed.	dimension
Company / Account	Company / Account	The name of the company or account associated with a record, often used for Leads or Contacts.	dimension
Completed Date/Time	Completed Date/Time	The date and time when an activity (Task or Event) was completed.	dimension
Contact ID	Contact ID	The unique identifier for a Contact record.	dimension
Contact Role	Contact Role	The role a Contact plays in relation to another record, such as an Opportunity or Account.	dimension
Contact/Lead Source	Contact/Lead Source	The origin or source from which a Contact or Lead was acquired.	dimension
Contact: Title	Contact: Title	The job title of the contact.	dimension
Converted	Converted	A boolean indicator specifying if a Lead has been converted into a Contact, Account, and/or Opportunity.	dimension
Country	Country	The country component of an address associated with a record, such as an Account, Contact, Lead, or User. For example, MailingCountry on a Contact.	dimension
Create Date	Create Date	The date and time when the record was initially created.	dimension
Created Alias	Created Alias	The alias of the Salesforce User who created the record.	dimension
Created Date	Created Date	The date and time when the record was created.	dimension
Created Month	Created Month	The month in which the record was created, derived from the Create Date.	dimension
Date	Date	A generic date field used in reports, often representing a significant timestamp such as creation date, last modification date, or a specific activity date, and commonly used for filtering report data.	dimension
Email	Email	The email address for a record, commonly found on Contact, Lead, User, or Person Account records, used for communication.	dimension
Email Activity Name	Email Activity Name	The name or subject of an email activity or email message sent within Salesforce, typically used for identification and tracking in marketing or sales processes.	dimension
Event Subtype	Event Subtype	A classification or sub-category for an Event record, often used to further define the nature of the event.	dimension
First Name	First Name	The first name of an individual, such as a contact or lead. This is a text field.	dimension
Last Modified	Last Modified	The date and time when the record was last modified.	dimension
Last Modified Alias	Last Modified Alias	The alias of the Salesforce User who last modified the record.	dimension
Last Modified Date	Last Modified Date	The date and time when the record was last modified.	dimension
Last Name	Last Name	The last name of an individual, such as a contact or lead. This is a text field.	dimension
Lead ID	Lead ID	The unique identifier for a Lead record.	dimension
Lead Source	Lead Source	The marketing or sales channel from which a Lead was generated, such as ‘Web’, ‘Referral’, or ‘Trade Show’.	dimension
Lead Status	Lead Status	The current stage or status of a Lead in the sales process, such as ‘New’, ‘Working’, or ‘Qualified’.	dimension
Location	Location	The physical location associated with an activity or record.	dimension
Login Date/Time	Login Date/Time	The date and time of the last login by a Salesforce User.	dimension
Mailing State/Province	Mailing State/Province	The state or province component of a mailing address for a Contact, Lead, or Account.	dimension
Monthly Schedule ID	Monthly Schedule ID	The unique identifier for a specific Monthly Schedule record. This is an automatically generated 18-character alphanumeric ID.	dimension
Monthly Schedule: ID	Monthly Schedule: ID	The unique identifier for a specific Monthly Schedule record. This is an automatically generated 18-character alphanumeric ID.	dimension
Opened Date	Opened Date	The date when a record, such as a Case or an Email activity, was opened.	dimension
Opportunity ID	Opportunity ID	The unique identifier for an Opportunity record.	dimension
Opportunity Lead Source	Opportunity Lead Source	The marketing or sales channel from which the Lead that generated this Opportunity was sourced.	dimension
Opportunity Name	Opportunity Name	The identifying name of the sales opportunity.	dimension
Opportunity Owner Alias	Opportunity Owner Alias	The alias of the Salesforce User who owns the Opportunity record.	dimension
Opportunity Record Type	Opportunity Record Type	The categorization of an Opportunity record, allowing different business processes, page layouts, and picklist values (such as different opportunity stages) for various types of sales transactions.	dimension
Opportunity Team Member ID	Opportunity Team Member ID	The unique identifier for an Opportunity Team Member record, representing a user on the sales team for a specific opportunity.	dimension
Owner: Full Name	Owner: Full Name	The combined first and last name of the Salesforce user or queue who owns the record. This field represents the full name of the assigned owner.	dimension
Person Account: Birthdate	Person Account: Birthdate	The birthdate of the person for a Person Account.	dimension
Person Account: Email	Person Account: Email	The email address of the person for a Person Account.	dimension
Person Account: First Name	Person Account: First Name	The first name of the person for a Person Account.	dimension
Person Account: Last Name	Person Account: Last Name	The last name of the person for a Person Account.	dimension
Primary Campaign Source	Primary Campaign Source	The name of the primary campaign that influenced the creation of a Lead or Opportunity.	dimension
Project Contact Role: Created Alias	Project Contact Role: Created Alias	The alias (short identifier) of the user who created the specific Project Contact Role record, indicating who initially defined the contact’s involvement in a project.	dimension
Project Contact Role: ID	Project Contact Role: ID	The unique identifier for a specific Project Contact Role record in Salesforce. This 18-character alphanumeric string is automatically generated upon record creation.	dimension
Project Contact Role: Last Modified Alias	Project Contact Role: Last Modified Alias	The alias (short identifier) of the user who last modified the Project Contact Role record, indicating who last updated the contact’s involvement in a project.	dimension
Project Contact Role: Owner Alias	Project Contact Role: Owner Alias	The alias (short identifier) of the user who is the owner of the Project Contact Role record, indicating the primary responsible party for the contact’s involvement in a project.	dimension
Project Contact Role: Owner Name	Project Contact Role: Owner Name	The full name of the Salesforce user or queue who owns the Project Contact Role record.	dimension
Project Name	Project Name	The name of a Project record.	dimension
Project Name: Created Alias	Project Name: Created Alias	The alias (short identifier) of the user who created the Project Name record, indicating the individual responsible for its initial creation.	dimension
Project Name: Last Modified Alias	Project Name: Last Modified Alias	The alias of the user who last modified the Project record. This is derived from the LastModifiedById field, which links to the User object.	dimension
Project Name: Owner Alias	Project Name: Owner Alias	The alias of the user or queue that owns the Project record. This is derived from the OwnerId field, which links to either the User or Group (Queue) object.	dimension
Project Product: Project Product Number	Project Product: Project Product Number	A unique identifier associated with a product within the context of a project, often used for tracking or inventory purposes.	dimension
Project: Project Name	Project: Project Name	The name of a Project record.	dimension
Sell Line: ID	Sell Line: ID	A unique identifier for a line item representing a product or service being sold. This often corresponds to a ‘Quote Line’ in Salesforce CPQ or an ‘Order Item’ in Salesforce Order Management.	dimension
Sent Email ID	Sent Email ID	The unique identifier for an email message sent from or received within Salesforce. This ID is associated with the EmailMessage object, which represents an email record.	dimension
Sent Email: Created Date	Sent Email: Created Date	The date and time when the sent email activity record was created.	dimension
Sent Email: ID	Sent Email: ID	The unique identifier for a sent email activity record.	dimension
Sent Email: Owner Name	Sent Email: Owner Name	The full name of the Salesforce User who sent the email.	dimension
Sent Email: Owner Role	Sent Email: Owner Role	The role of the Salesforce User who sent the email.	dimension
Stage	Stage	The current stage in the lifecycle of a record, such as a sales opportunity or case.	dimension
Stage Duration	Stage Duration	The amount of time (e.g., in days) that an Opportunity has spent in its current sales stage.	metric
Stage History: Created Date	Stage History: Created Date	The date and time when a specific Stage History record was created, indicating when a stage change or event occurred. This is an audit field automatically populated by the system.	dimension
Status	Status	The current status of a record, such as a Lead, Task, or Case.	dimension
Subject	Subject	A brief summary or topic for an activity (Task, Event, Email) or other record.	dimension
Task Subtype	Task Subtype	Categorizes the nature of a task, such as a Call, Email, or List Email, to help with task organization and search refinement.	dimension
Task/Event Record Type	Task/Event Record Type	The name of the record type assigned to a Task or Event, helping to categorize activities.	dimension
Team Member Name	Team Member Name	The full name of an individual who is a member of a team, such as an Account Team or Opportunity Team, indicating their participation in specific record-related activities.	dimension
Team Role	Team Role	The designated role of a team member within a specific team context, such as an Opportunity Team.	dimension
Title	Title	The professional job title of an individual, such as a Contact, Lead, or User.	dimension
Username	Username	The unique username used by a Salesforce User to log into the platform.	dimension
Won	Won	A boolean indicator specifying if an Opportunity has been successfully closed and won.	dimension